Schwab

ronbadtke
ronbadtke Quicken Windows Subscription Member ✭✭
edited July 17 in Download, Add/Update Accounts (Windows)

My Schwab accounts haven't downloaded transactions since the last two Quicken updates

Tagged:

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @ronbadtke,

    Thanks for reaching out! Internally, we're seeing a CP_ACCOUNT_NOT_FOUND error for your Schwab connection, which could help explain the issue.

    To dig in further, could you let us know the following:

    • Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
    • Are you seeing any error messages or codes on your side when trying to update? If so, what do they say exactly?
    • Have you attempted any troubleshooting steps so far? If so, what were they?
    • Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
    • Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • ronbadtke
    ronbadtke Quicken Windows Subscription Member ✭✭

    file is on local drive, relinked after 1st june update

  • ronbadtke
    ronbadtke Quicken Windows Subscription Member ✭✭

    looked at acc. details, download trans. was off, turned on & deactivated & reactivated. liked to existing acc, working now

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20494819#Comment_20494819

    Thanks for the update and for sharing the solution that worked for you! Glad to hear the issue has been resolved.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories